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iShares Core S&P 500 ETF

3,117 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,332 increasing their positions, 1,217 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 101

8% more capital invested

Capital invested by funds: $334B → $362B (+$28B)

1% more funds holding

Funds holding: 3,0823,117 (+35)

1.08% more ownership

Funds ownership: 73.72%74.8% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 1,332 | Existing positions reduced: 1,217

1% more funds holding in top 10

Funds holding in top 10: 1,0031,009 (+6)

25% less call options, than puts

Call options by funds: $388M | Put options by funds: $517M

Holders
3,117
Holders Change
+35
Holders Change %
+1.14%
% of All Funds
45.01%
Holding in Top 10
1,009
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.6%
% of All Funds
14.57%
New
177
Increased
1,332
Reduced
1,217
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
3001
Hillcrest Wealth Advisors
New Jersey
$205K +$197K +375 New
SCM
3002
Sterneck Capital Management
Missouri
$205K +$197K +375 New
KC
3003
Kinloch Capital
Virginia
$205K +$197K +374 New
GWM
3004
Grand Wealth Management
Michigan
$203K -$8.94K -17 -4%
PFP
3005
Paragon Financial Partners
California
$202K +$195K +370 New
ONSWM
3006
Old North State Wealth Management
North Carolina
$202K +$194K +368 New
MF
3007
Montis Financial
Massachusetts
$202K +$194K +369 New
AFM
3008
Abbot Financial Management
Massachusetts
$201K +$194K +368 New
DAC
3009
Dividend Assets Capital
South Carolina
$201K +$194K +368 New
PIA
3010
Powell Investment Advisors
Florida
$201K +$157K +298 +432%
EFP
3011
Elser Financial Planning
Indiana
$201K +$193K +367 New
GWSA
3012
Global Wealth Strategies & Associates
Colorado
$194K +$20K +38 +12%
RA
3013
Rise Advisors
New York
$193K +$7.89K +15 +4%
RAM
3014
Riggs Asset Management
Pennsylvania
$187K
FCG
3015
Financial Connections Group
California
$181K +$174K +331 New
SFA
3016
Semmax Financial Advisors
North Carolina
$179K -$16.8K -32 -9%
BCP
3017
Blue Chip Partners
Michigan
$177K +$526 +1 +0.3%
PCWA
3018
Pacific Capital Wealth Advisors
California
$170K
MIM
3019
MTM Investment Management
South Carolina
$169K +$10.5K +20 +7%
WFS
3020
Widmann Financial Services
Maryland
$166K +$160K +304 New
IF
3021
Integrity Financial
Wyoming
$165K -$19.5K -37 -11%
AWM
3022
AllSquare Wealth Management
New York
$165K
EPW
3023
Evergreen Private Wealth
Colorado
$165K
AWM
3024
Aberdeen Wealth Management
Illinois
$164K -$355K -676 -69%
CAM
3025
Clarity Asset Management
Iowa
$160K

IVV Hedge Fund Activity: Q2 2024 in Review

3,117 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2024, worth a combined $362B — up 8.4% from $334B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IVV positions and 101 closed out — a net gain of 76 holders — while 1,332 added to existing stakes and 1,217 trimmed.

The largest buyer was Capula Management, opening a new position worth an estimated $4.62B. The largest seller was Bank of America, cutting an estimated $4.01B.

  • 3,117 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2024, up from 3,082 in Q1 2024.
  • Funds reported $362B of iShares Core S&P 500 ETF stock for Q2 2024, up 8.4% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P 500 ETF positions in Q2 2024 and 101 closed out, a net change of +76 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2024 was Capula Management, an estimated $4.62B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2024 was Bank of America, an estimated $4.01B sold.

Based on aggregated 13F filings for Q2 2024.